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Private Wealth Management Group’s IBM IBM Stock Holding History

Private Wealth Management Group’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$526K Buy
1,870
+595
+47% +$150K 0.12% 63
2026
Q1 		$309K Buy
1,275
+25
+2% +$6.76K 0.08% 69
2025
Q4 		$370K Sell
1,250
-51
-4% -$15.3K 0.1% 66
2025
Q3 		$367K Sell
1,301
-2
-0.2% -$524 0.1% 65
2025
Q2 		$384K Sell
1,303
-1
-0.1% -$258 0.13% 61
2025
Q1 		$324K Sell
1,304
-88
-6% -$21.5K 0.12% 63
2024
Q4 		$306K Buy
1,392
+573
+70% +$128K 0.12% 66
2024
Q3 		$181K Buy
819
+3
+0.4% +$588 0.07% 79
2024
Q2 		$141K Buy
816
+169
+26% +$29.4K 0.06% 87
2024
Q1 		$124K Sell
647
-26
-4% -$4.74K 0.06% 87
2023
Q4 		$110K Buy
+673
New +$102K 0.05% 93

Other funds holding IBM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Private Wealth Management Group's IBM Position: Q2 2026 in Review

Private Wealth Management Group increased its IBM (IBM) stake by 47% in Q2 2026, buying an estimated $150K and bringing the position to 1,870 shares worth $526K. The position accounts for 0.12% of the portfolio, ranked #63.

Private Wealth Management Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since. 2,013 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Private Wealth Management Group held 1,870 shares of IBM worth $526K as of Q2 2026.
  • Private Wealth Management Group bought 595 IBM shares in Q2 2026, an estimated $150K.
  • IBM made up 0.12% of Private Wealth Management Group's portfolio in Q2 2026, its #63 holding.
  • Private Wealth Management Group first reported a position in IBM in Q4 2023 and has held it in 11 quarters since.
  • 2,013 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.